+194.8%
AAPL vs DOCN
+70.4%
+124.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -15.9% | +14.3% | +0.4% |
| 7D | -1.4% | -29.3% | +27.9% | +2.6% |
| 30D | +3.2% | -46.0% | +49.2% | +10.5% |
| 3M | +10.8% | -43.2% | +54.0% | +16.9% |
| 6M | +21.3% | -53.7% | +75.0% | +30.0% |
| YTD | +26.9% | +46.9% | -20.0% | +10.4% |
| 1Y | +27.9% | +54.3% | -26.5% | +10.0% |
| 3Y | +97.5% | +185.5% | -88.1% | +45.1% |
| 5Y | +132.9% | -31.1% | +164.0% | +88.4% |
| All | +194.8% | +70.4% | +124.4% | +124.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DOCN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling